About Brandon Roberts

Brandon Roberts has been a member since April 19th 2012, and has created 309 posts from scratch.

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Life Insurance a Potential Hedge Against Sequence of Returns Risk

Whole Life Safe MoneyLast week we discussed how sequence of returns affects wealth accumulation. It was the first time we discussed the notion of sequence of returns risk in the light of accumulation rather than spend down (i.e. when one uses assets to generate income). There was a subtle, but important point Read More…

IPB 052: Sequence of Returns Risk Is More Complicated Than You Think

approach

 

We’ve discussed “Sequence of Returns Risk” numerous times in the past, but most of those discussions focused on how this phenomenon affects your assets in a draw down period (i.e. a time when you are spending the money you saved to cover expenses and/or generate income).

Today we want to talk about sequence of returns in a slightly different light and note a problem it poses for all savers while they are attempting to accumulate more value in their portfolios. Read More…

BREAKING NEWS: Penn Mutual Life 2017 Dividend Announced

Insurance NewsThe Pennsylvania Mutual Life Insurance Company announced its plans to pay participating policy holders a total of $58 million in dividends for 2017. This represents an increase over last year of Read More…

2016 Whole Life Insurance Dividend Analysis

Whole Life Analysis 2016

 

Since 2013, we have published the only public analysis on variation in dividends for major participating whole life insurance products.  This analysis is a better gauge on product dividend performance than traditional reporting that focuses on the absolute declared dividend announced by each company. Read More…

BREAKING NEWS: Guardian Life Announces 2017 Dividend

Insurance NewsThe Guardian Life Insurance Company of American has announced its plans to pay $847 million in dividends to its participating policy holders. This represents the highest gross dividend payout in the company’s history and a gross increase from last year of Read More…

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